Foundations Investment Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-40,579
Closed -$971K 143
2019
Q3
$971K Buy
40,579
+6,987
+21% +$167K 0.13% 69
2019
Q2
$805K Buy
33,592
+13,797
+70% +$331K 0.12% 67
2019
Q1
$475K Buy
+19,795
New +$474K 0.08% 63

Foundations Investment Advisors's BSJJ Position: Q4 2019 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 40,579 shares — an estimated $971K sold.

Foundations Investment Advisors first reported a position in BSJJ in Q1 2019 and held it in 3 quarters. The position peaked at $971K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Foundations Investment Advisors sold 40,579 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $971K.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Foundations Investment Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $971K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Foundations Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.